Dougherty Wealth Advisers LLC - Q42025 Holdings

Dougherty Wealth Advisers LLC holds 118 stocks with a total portfolio value of $ 176.93M as of Q42025. In Q42025, Dougherty Wealth Advisers LLC added 13 new positions, increased stakes in 16 stocks, reduced 9 holdings, and fully exited 7 positions. The largest holding is Vanguard Value Etf (VTV), representing 24.10% of the total portfolio.